Can I require the trust to hold sustainability ratings across its portfolio?
The question of integrating sustainability ratings into a trust’s investment portfolio is increasingly prevalent, reflecting a growing societal focus on …
Point Loma Estate Planning Law
Can I require that trust-held properties be maintained to green building standards?
The question of incorporating green building standards into the maintenance of properties held within a trust is increasingly common, reflecting …
Can I require that real estate held in the trust remain energy-efficient?
The question of incorporating energy efficiency requirements into a trust, specifically regarding real estate held within it, is increasingly common …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
The question of whether you can require heirs to maintain a personal financial reserve before accessing a trust is a …
Can I require that a portion of disbursements be saved or reinvested?
The question of directing how funds disbursed from a trust are utilized, specifically mandating savings or reinvestment, is a common …
Can I require startup proposals before unlocking business-related inheritance?
The question of whether you can require startup proposals before releasing inheritance related to a business is a complex one, …